Cross‑Sell Data Analyst – Dynamics 365
Overview
The Cross‑Sell Data Analyst leads identification of cross‑sell opportunities within the producer’s book across all business lines for the region. This role drives data‑driven insights to boost cross‑sell rates and collaborates with national and regional teams to support producer engagement. Success is measured by delivering actionable recommendations through deep analysis of internal and external data sources.
What You'll Do5
- 1Conduct in‑depth analyses of producers’ books to pinpoint cross‑sell leads and build a robust pipeline of opportunities.
- 2Apply data mining and analytics/AI techniques to uncover gaps in services, fee structures, and fiduciary exposure for targeted outreach.
- 3Identify trends and generate actionable recommendations that improve financial health and service benchmarks for producers.
- 4Produce detailed reports in Power BI Excel and other tools based on collected data.
- 5Maintain relationships with producers regional cross‑sell coordinators and other business stakeholders.
Requirements5
- 1Bachelor’s degree in Data Science Statistics Business Finance Economics with at least 5+ years of relevant experience.
- 2Proficiency with Power BI and AI tools Dynamics 365 and experience with SQL Server Dynamics 365.
- 3Strong investigative mindset and comfort handling large datasets to discover cross‑sell opportunities.
- 4Ability to create standard and ad‑hoc reports and translate findings into clear recommendations.
- 5Detail‑oriented professional who thrives in a fast‑paced environment and can meet tight deadlines.
Salary Insight
$80 - $110k per year
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
CAPTRUST
VerifiedSales Enablement Consultant, Lead Strategy & Analytics
CAPTRUST seeks a Lead Strategy & Sales Enablement Senior Consultant to turn growth signals into advisor action and measurable outcomes. This role connects opportunity intelligence, advisor activation, and sales execution to scale growth across advisors, markets, and lines of business. Partner with Marketing, Business Development, and advisor leadership to build a repeatable, data-driven growth engine. You will own the pipeline from lead scoring to revenue impact, with direct influence on conversion and efficiency. This is a strategic, analytical, and collaborative role that drives visibility and accountability.
200 Protiviti Inc.
VerifiedSenior Manager Microsoft Dynamics 365 Developer
Protiviti seeks a Technology Consulting Senior Manager to lead risk identification and solution design for Dynamics 365. This role drives client partnerships and mentors teams while delivering scalable outcomes. The ideal candidate thrives in a collaborative environment and excels at translating business needs into technical strategies.
Crowe
VerifiedDynamics 365 Supply Chain Functional Consultant
Lead the configuration and implementation of Microsoft Dynamics 365 Supply Chain Management for diverse clients. You will own the full project lifecycle, from requirements through go-live, working with cross-functional teams. Crowe offers a collaborative culture with real flexibility and career growth opportunities, and you will help shape the future of consulting through innovative solutions.
HUB International
VerifiedBusiness Intelligence Associate, Power BI & Data Analytics
You will build and maintain Power BI dashboards, reports, and data models, learning the fundamentals of DAX, Power Query, and Excel VBA under the mentorship of senior BI leadership. You will support the team's reporting and automation work, using CRM platforms and contributing to AI adoption with tools like Claude. This entry-level role offers structured training and a path to grow into a full BI analyst. You will join a global insurance brokerage with over 20,000 professionals and be part of a culture that values learning and community.
Crowe
VerifiedD365 ERP Solution Architect, Supply Chain Operations
You will architect and deliver Microsoft Dynamics 365 ERP Operations solutions that transform supply chain, manufacturing, inventory, and procurement processes for our clients. You will lead full lifecycle implementations, from requirements workshops to post-go-live support, while mentoring consultant teams. In this client-facing role, you will partner with executive stakeholders, balancing project leadership with strategic account growth. Crowe invests in your professional growth through continuous learning and large-scale transformation initiatives.
Guidehouse Inc.
VerifiedDynamics 365 CE Senior Developer, Power Apps & CRM
You will design, configure, and develop custom solutions on the Microsoft Power Platform, owning the Dynamics 365 Customer Engagement environment at scale. You will join a SaaS/Paas consulting team, collaborate with C-level clients, and drive full lifecycle implementations with Power Apps, Power Automate, and Power BI. This role demands US Citizenship and offers a hybrid schedule in Austin, Texas.